Store Anywhere. Indexed in Salesforce.
Connect S3, SharePoint, Box, Google Drive, or Dropbox and map every file to the right Salesforce record without Apex or Flows.
Turn any file into Salesforce data
Scan, Extract, and Map Files to Salesforce Records with Titan OCR.
Upload File
Drag or Select
Run OCR
Detect text and tables
Review Results
Confirm extracted fields
Map to Salesforce
Link objects and fields
Structured Data Extraction
Scan any File in any Format
Enterprise Security & Audit Trails
“We are thrilled with the efficiency of Titan in helping us take our process to the next level.”
Explore Titan Files
Take a deeper dive into Titan Files, including best practices and real-world use cases
File Automation
Explore the power of file automation software and how it can transform your business ops
Files Transfer
Learn More About File Transfer Workflows with Titan
Salesforce File Storage
Everything you need to know about Salesforce file storage, including what not to do!
Do you need Extra File Storage for Salesforce?
With Titan Files, you can store your external cloud files in Salesforce or anywhere you want.
We integrate seamlessly with all major third-party file apps and document storage for Salesforce. For example, you can easily build a Salesforce and Amazon S3 integration. You can also use Box for Salesforce, OneDrive, Dropbox, and much more!
Titan’s Salesforce Files connect to anything! You never need to feel stuck for space again or worry about Salesforce file storage limits.
Seamless Automation
Use Salesforce Flows to seamlessly automate files processes. No code or complex configuration required!
3rd Party Storage Integrations
Connect 3rd party cloud storage solutions so that your files can be archived according to your company’s best practices.
Start Automating Advanced File Management Tasks
Create reliable Salesforce workflows to push and pull real-time data directly to and from Salesforce. You get to automate every stage of your file journey and upload files to Salesforce file management seamlessly to keep your documents virus-free and ready for collaboration.
Let Salesforce be your single source of truth with Titan’s flexible Files tool.
Minimize Time Spent on Manual Tasks with OCR
With Optical Character Recognition, our Titan Files feature extracts data from your images and pushes it to Salesforce records in real time. This saves you hours spent on manual work and frees you up to focus on priority tasks! Titan Files is a premier Salesforce secure file sharing application, ensuring your data is always protected and compliant.
All-in-One Platform
Maximize the potential of Titan Files in tandem with Titan’s product suite to establish end-to-end business processes within a Salesforce document management system.
Automate Image Modification
Use Titan Files to ensure images remain consistent regardless of the type or size of image uploaded to Salesforce. We can help you resize, compress, and convert your images so your documents are lean and efficient.
You can also use Titan Files to add a watermark to protect your creativity and brand!
- Watermarked Images
- Resize Images
- Compressed Images
- Converted Images
Titan Files FAQs
Why should I care about Titan Files?
Disconnected file systems create risk. Titan links your storage to Salesforce, mapping files to records and keeping your data clean.
How does this differ from Salesforce Files?
Titan’s no-code tools add automation, third-party storage integrations, virus scanning, OCR, and record mapping while keeping everything visible and trackable in Salesforce.
Can I keep using my third-party storage app?
Yes. Titan works with Google Drive, Box, AWS S3, Dropbox, FTP, and more.
Do I have to store my templates in Titan?
Nope. Upload directly to Salesforce. Titan works with your custom setup.
Is this secure and compliant?
Yes. Titan scans files for viruses and logs every interaction. Encryption and access controls are built in.
Can Titan help reduce file clutter in Salesforce?
Yes. Offload files to external storage while keeping everything indexed and accessible in your CRM.
What does ‘transform files into records’ mean?
Titan extracts structured data from uploaded files and syncs it directly to Salesforce regular and custom fields.
Make every file searchable in Salesforce
